Raymond James
Private fund custodian · 1,145 private funds on SEC Form ADV
Advisers' Form ADV filings name Raymond James as custodian to 911, prime broker to 165 and marketer or placement agent to 161 private funds, 1,145 funds in all. It ranks No. 19 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Private equity funds508
- Venture capital funds403
- Other private funds141
- Hedge funds65
- Real estate funds28
Where its clients are
State of the funds' U.S. advisers.
- California419
- New York330
- Massachusetts108
- District of Columbia48
- Illinois48
- Connecticut35
- Texas32
- Maryland21
- Florida11
- New Jersey9
- Tennessee8
- Wyoming7
Where the funds are organized
- United States906
- Cayman Islands192
- Luxembourg25
- United Kingdom6
- Canada5
- Germany4
- Jersey3
- Guernsey3
Private funds that name Raymond James (354 listed here)
Showing the 150 largest by gross assets.
791 more funds name Raymond James: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Raymond James & Associates, Inc.; Raymond James Financial Services, Inc.; Raymond James; Raymond James & Associates; Raymond James Bank; Raymond James Private Institutional Client Group; Raymond James & Associates Inc.; Raymond James LTD; Raymond James and Associates; Raymond James Financial International Limited
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.